Relationship Manager (EAM/MFO)
Our clients are established EAMs/MFOs (CMS licensed) with expertise in private wealth management, asset management and FO setup services
Mandatory requirements
· Existing strong relationships with a network of HNW / UHNW clients, family offices or institutional clients
· You must have RM experience from any of these: private banking, priority banking, corporate banking, investment banking, securities houses, wealth management firms, HNW insurance
Market coverage
· Open sky
Remuneration
Subject to assessment of RM’s credentials and track record:
· Basic salary
· Draw-down
· Full commission
Our Confidential Discussion
You are welcome for a chat whether you are exploring or you are just fact finding about EAM or private banks. Let’s discuss:
· Pros and cons of EAMs vs private banks and how it impacts or benefits you by choosing one over the other, there is no right or wrong answer here
· Are your strengths/weaknesses in terms of your profile, your clients’ profiles and needs better suited in EAM or private bank?
· The ecosystem of products and solutions available in EAM
· The A-to-Z requirements and process (compliance and operations) in onboarding clients onto the EAM ecosystem
We regret only shortlisted candidates will be contacted. Thanks very much for your interest.
Liew San Lee (San Li)
Job Ref: 66633R
EA Licence: 16S8117
Reg. No: R1103215
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